Filtering the sub grid records in dynamics CRM

Monday, 9 March 2015

22:18 -

Filtering the sub grid records in dynamics CRM | MS CRM

Create a sub grid in the required entity.

For example I am adding Account sub grid in Lead entity Form:

Go to Settings à Customizations à Customize the system à Select the entity (Account) à Views

In views open Account Lookup view, Edit Filter criteria in that add condition

Now save and publish, then you will get the particular sub grid filter